Know Your Options - Will Your Pension Be Enough???
As a teacher, you dedicate your life to shaping the future of youth that will come behind you—now, it’s time to focus on securing your own future. Our Retirement & Investment planning meetings are designed specifically for educators like you will provide expert guidance on how to build a robust retirement plan and make your money work for you.
CUSTOMIZEABLE
The program is customizable to your school’s needs, with tailored scheduling to fit seamlessly into your calendar and adaptable content that focuses on the areas where your students need the most support.
What will you learn:
How To Maximize Your Retirement Savings: Discover strategies to take full advantage of retirement plans available to educators, starting will calculating your expected pension amount, tax free retirement options, and other tax-advantaged options.
Investment Fundamentals: Learn how to diversify your investments, reduce risk, and grow your wealth over time, no matter where you are on your financial journey.
Retirement Readiness: How to assess your current financial situation and set clear goals for your retirement dreams—whether you're just starting out or planning your next big step.
Social Security and Teacher Pensions: Understand how these important components factor into your retirement planning and the best ways to navigate them.
Why Choose US
Created By Educators: Our team specializes in helping educators because they are educators, and we ourselves needed help at one time to navigate the complexities of retirement planning, analyzing our own teacher pensions, knowing if we were loosing or gaining with our 403(b) plans, and more. We speak your language and know the ins and outs of your benefits.
Personalized, Actionable Guidance: We take a hands-on approach to help you assess where you are financially and craft a clear path forward. You’ll leave with a roadmap tailored to your individual retirement goals, not just general advice.
Comprehensive, Easy-to-Understand Content: We break down complex financial concepts into simple, digestible insights. No jargon—just real-world advice you can use to make informed decisions about your future.
Ongoing Support: Our commitment and services are ongoing. We’re here to answer any questions and provide guidance as you continue your journey toward financial security.
A Supportive Community: You’ll join a group of like-minded educators all working toward the same goal. Share experiences, ask questions, and feel confident in the advice you’re receiving.
Our mission is to be a powerful and effective resource to communities providing quality performance-based academic programs and social services, increasing educational equality within schools and communities, creating additional and alternative education and career pathways for youth and families, while establishing solutions and resources to address emerging community needs and hardships.